Page 28 - Transforming To Stay Successful

Checklist

THE PRIORITIES AND OTHER PROJECTS RELATED TO THIS STRATEGY AS OF SEPTEMBER 2017.
WE’LL CONTINUE ASSESSING NEW OPPORTUNITIES AS THEY ARISE. LOOK FOR UPDATES ON THE
BULL & BEAR MARKET.

PRIORITY: DERIVATIVES PROGRAM PROJECT: PRINCIPAL CREDIT FUND

The establishment of this program is Our clients will have the opportunity
a longer-term initiative to improve to invest in a private debt fund which
efficiencies and execution costs. provides further diversification and
We’re developing our capability to use improves risk-adjusted returns.
derivatives at the stock, portfolio and
asset class level. PROJECT: CORPORATE BOND FUND

PRIORITY: QUANTITATIVE ACTIVE The Corporate Bond Fund combines
FUNDS investment grade and high-yield
corporate bonds to increase fixed income
One of the top priorities within this strategy returns for our clients. The addition of the
is to replace our enhanced index funds investment-grade bond market provides
with restructured quantitative active funds.
an opportunity to add scale and liquidity
BCI believes that with the restructure, to our existing High-Yield Bond Fund.
we can raise the performance to a level
that’s in line with our other active equity
products. The Canadian Quantitative
Active Fund went live in July 2017. The
Global Quantitative Active Fund, which
will be managed internally, became
operational in September 2017.

28 THE STRATEGIES THAT DRIVE OUR TRANSFORMATION